Syntax Direct℠ Large-Cap Quality + Growth Index Case Study

How advisors can use Syntax Direct to build a fundamentally-driven large-cap core portfolio

Exposure Management vs. Defined Outcomes

Managing equity risk has become a central issue in portfolio construction. Many investors want to remain invested in equity markets while reducing the impact of drawdowns. In recent years, defined-outcome and buffer strategies have become a prominent response to this challenge.

An Innovative Approach to Momentum Investing: The DF Risk-Managed Momentum Index

Syntax Direct and FTSE Russell Partnership: Expanding Custom Indexing Solutions

The Russell US Indexes family has long served as a foundational framework for defining the investable equity market across size and style, providing advisors with widely recognized benchmarks for portfolio construction and performance measurement. Building on that foundation, Syntax Data has integrated FTSE Russell’s domestic equity indices into the Syntax Direct platform, enabling financial advisors and wealth managers to move beyond traditional fund structures and create, customize, and manage rules-based indexing solutions tailored to client needs.

Beyond Buffers, A Next-Gen Approach to Risk-Managed Equity Using Momentum and Tactical Allocations

A Next-Gen Approach to Risk-Managed Equity Using Momentum and Tactical Allocations

A Multi-Dimensional Peer Analysis of Anthropic

A Multi-Dimensional Peer Analysis of Anthropic Powered by PM Insights and Syntax Data

The Critical Minerals Powering the Modern Economy

The Critical Minerals Powering the Modern Economy

The Russell 1000 Index: Seen From a New Lens

When FTSE Russell’s Industry Classification Benchmark (ICB) is combined with the company product line data found in Syntax’s FIS® system, investors can gain new perspectives on their investments.

Texas: The Backbone of the U.S. AI Ecosystem

Texas has long been celebrated for its iconic cowboy heritage, booming oil and gas industry, vibrant live music scene in Austin, and its pivotal role in space exploration through NASA’s Johnson Space Center. Now, artificial intelligence is joining that list of defining features as the state rapidly becomes a national hub for AI innovation and infrastructure.

Pure Momentum with Downside Risk Management

The S&P 500 Index is notoriously hard to outperform.1 However, there is a simple approach that has generated outperformance across many investment horizons.

Where Do We Go From Here: Direct Indexing and ETFs

The emergence of direct indexing has the potential to reshape how advisors implement their client portfolios, but what is the trajectory of direct indices and how will advisors choose between them and ETFs?

The Magnificent Seven by Product Line: An Analysis of Their Underlying Businesses

The Future of Energy and the Syntax Power Solutions Index

In Recognition of Financial Advisors– What They Do and Where They Are Going

Syntax Direct Artificial Intelligence Index Case Study

Stratified LargeCap Q1 2025 Review

An Innovative Approach to Momentum Investing: The DF Risk-Managed Momentum Index

Syntax Direct Case Study Creating a Defensive Equity Index to Balance Portfolio Risk

Syntax US Medical Innovations Index

The Hidden Cost In Investing: Negative Compounding and the Opportunity Cost of Fees